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American Funds Mortgage 529E CMFEX

Analyst rating as of
NAV / 1-Day Return
10.06  /  0.20 %
Total Assets
9.3 Bil
Adj. Expense Ratio
0.870%
Expense Ratio
0.870%
Fee Level
Low
Longest Manager Tenure
11.23 years
Category
Intermediate Government
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
250
Status
Open
TTM Yield
0.14%
Effective Duration
3.35 years
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Morningstar’s Analysis

Will CMFEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A conservative mortgage-focused offering.

Summary

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American Funds Mortgage Fund benefits from a solid team which has prudently executed its conservative approach to the mortgage market. It earns a Morningstar Analyst Rating of Silver for its cheapest share classes, while its pricier shares earn a Bronze or Neutral.

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